Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,625 institutions that hold shares in the stock, with a total of 1.31 Billion shares, which have been reported (via 13F filing form) to have a value of $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,308
shares
|
$368,010
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
2,302
shares
|
$367,053
0.13% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
2,300
shares
|
$366,735
0.15% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
2,296
shares
|
$366,097
0.06% of portfolio
|
Q3 2025
Added 46.99%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
2,290
shares
|
$365,140
0.04% of portfolio
|
Q3 2025
Reduced 60.58%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
2,290
shares
|
$365,140
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,288
shares
|
$364,821
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
2,280
shares
|
$363,546
0.04% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
2,280
shares
|
$363,546
0.01% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
2,278
shares
|
$363,227
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
2,274
shares
|
$362,589
0.22% of portfolio
|
Q2 2024
Added 7.06%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
2,271
shares
|
$362,110
0.18% of portfolio
|
Q3 2025
Reduced 85.71%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
2,268
shares
|
$361,632
0.03% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
2,264
shares
|
$360,994
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
2,258
shares
|
$360,038
0.18% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
2,251
shares
|
$358,921
0.05% of portfolio
|
Q3 2025
Reduced 15.66%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
2,248
shares
|
$358,443
0.04% of portfolio
|
Q3 2025
Added 31.0%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
2,245
shares
|
$357,965
0.32% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
2,245
shares
|
$357,965
0.31% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,226
shares
|
$354,935
0.04% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Wilkinson Global Asset Management LLC
|
Nov 04, 2025 Q3 2025 |
2,224
shares
|
$354,616
0.02% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,219
shares
|
$353,819
0.16% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
2,218
shares
|
$353,660
0.17% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,207
shares
|
$351,906
0.08% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
2,206
shares
|
$351,746
0.02% of portfolio
|
Q2 2025
Reduced 4.91%
|
|